Optima Capital’s SouthState Bank Corp SSB Stock Holding History

Optima Capital’s Portfolio SSB Stock Details SSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1	Closed	-$94	–	1139
2025 Q4	$94	Buy	+1	New	+$93	﹤0.01%	1366

Other funds holding SSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Optima Capital's SSB Position: Q1 2026 in Review

Optima Capital sold out of SouthState Bank Corp (SSB) in Q1 2026, closing a stake of 1 share — an estimated $94 sold.

Optima Capital first reported a position in SSB in Q4 2025 and held it in 1 quarter. The position peaked at $94 in Q4 2025. 512 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

Optima Capital reported no remaining SouthState Bank Corp position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 1 SouthState Bank Corp share in Q1 2026, an estimated $94.
Optima Capital first reported a position in SouthState Bank Corp in Q4 2025 and held it in 1 quarter.
Optima Capital's SouthState Bank Corp position peaked at $94 in Q4 2025.
512 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.